BenefitsLedger
Benefits broker · Plan year 2024 · Form 5500 Schedule A

Word & Brown Insurance

Orange, CA

Word & Brown Insurance collected $1.8M in commissions and fees from 71 employer health plans in plan year 2024 filings, ranking #264 among 12,126 brokers named in the public record. Most of its named clients are in California.

Commissions + fees
$1.8M
$723,515 commissions · $1.1M fees
Employer plans
71
119 contracts
Rank
#264
top 2% of 12,126 brokers
Median rate
n/a
fewer than 10 insured medical plans

Largest clients

Employers whose filings reported the most compensation to this broker.

EmployerPaid to brokerParticipants
Sitecore USA, Inc. · California$130,114459
Dual North America, Inc. · Florida$117,408601
Hatch Baby · California$73,306158
Federal Defenders of San Diego, Inc. · California$64,938152
Retina Sacramento MSO, LLC · California$64,330126
Parking Concepts, Inc. · California$60,864220
Sage Oak Charter Schools · California$56,166313
Superior Transportation Associates, Inc. · California$51,620133
Nna Services, LLC · California$49,377204
Central Coast Vna & Hospice, Inc. · California$44,758108
Xmotors.Ai Inc · California$44,398155
Scoot Education, Inc. · California$39,580184
Horizon3 Ai, Inc. · Delaware$38,651107
Autofi, Inc · California$38,643207
Vinfast Auto · California$37,863161
Abacus Business Capital Inc · California$37,608108
Buck Mason · California$34,369199
Beverly Hills Porsche · California$34,357205
Complete Genomics, Inc. · California$33,191182
Superior Tank Company, Inc. · California$33,146174
Alcoa Electrical Contractor, Inc. · California$32,514161
Joshua Grading and Excavating · California$31,224100
Harbor Pipe & Steel, Inc. · California$31,091142
5th Axis Inc. · California$30,903208
Scoot HQ, LLC · California$29,282154

Source: DOL Form 5500 Schedule A Part I, plan year 2024, grouped by broker name as filed. Dataset built October 24, 2026.

Where its clients are

Employer plans naming this broker, by employer state.

63 plans
2 plans
1 plans
1 plans
1 plans
1 plans
1 plans

How much does Word & Brown Insurance earn from employer health plans?

In plan year 2024 filings, employers reported paying Word & Brown Insurance $1,794,202: $723,515 in commissions and $1,070,687 in fees, across 119 insurance contracts at 71 employers. That ranks #264 of 12,126 brokers in the public record.

What commission rate is paid on plans Word & Brown Insurance brokers?

Not enough fully insured medical plans name Word & Brown Insurance as the sole broker to compute a stable rate. The national median is 3.8% of premium.

Which employers use Word & Brown Insurance?

The largest reported payers in 2024 were Sitecore USA, Inc., Dual North America, Inc., Hatch Baby. California is its biggest state by employer count (63 plans).

Amounts are what employers reported on their own filings. They do not include compensation from carriers that is not tied to a specific contract, and names are grouped exactly as filed, so related entities can appear separately. How this record is built.

Is this your company's plan? Get a written review of the filing.
A WellthCare benefits specialist reads your Form 5500 the way a fiduciary reviewer would and writes up what to take to your broker before renewal. Free, from the public record only.